See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $195,466 | $82,286+137.5% | $68,791+184.1% | $134,475+45.4% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.0%+31.0pp | 81.2%+18.8pp |
| Annual return | -10.04% | -2.19%-7.8pp | -6.38%-3.7pp | 417.96%-428.0pp |
| Employer contribution / active EE | $3,193 | $3,301-3.3% | $2,655+20.2% | $4,740-32.6% |
| Participant deferral / active EE | $5,260 | $4,739+11.0% | $3,941+33.5% | $6,400-17.8% |
| Admin fee / account holder | $12,796 | $6,481+97.4% | $4,932+159.4% | $11,426+12.0% |